KA
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Kaizen Advisory’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Kaizen Advisory’s Portfolio PNFP Stock Details PNFP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$608K Sell
13,179
-2,547
-16% -$135K 0.42% 93
2018
Q3 		$946K Buy
+15,726
New +$996K 0.49% 91

Other funds holding PNFP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
ACP
Aquiline Capital Partners New York $46.9M AUM 5.65% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kaizen Advisory's PNFP Position: Q4 2018 in Review

Kaizen Advisory reduced its Pinnacle Financial Partners Inc (PNFP) stake by 16% in Q4 2018, selling an estimated $135K and leaving 13,179 shares worth $608K. The position accounts for 0.42% of the portfolio, ranked #93.

Kaizen Advisory first reported a position in PNFP in Q3 2018 and has held it in 2 quarters since. The position peaked at $946K in Q3 2018. 322 funds tracked by Wall St. Rank hold PNFP as of Q4 2018.

  • Kaizen Advisory held 13,179 shares of Pinnacle Financial Partners Inc worth $608K as of Q4 2018.
  • Kaizen Advisory sold 2,547 Pinnacle Financial Partners Inc shares in Q4 2018, an estimated $135K.
  • Pinnacle Financial Partners Inc made up 0.42% of Kaizen Advisory's portfolio in Q4 2018, its #93 holding.
  • Kaizen Advisory first reported a position in Pinnacle Financial Partners Inc in Q3 2018 and has held it in 2 quarters since.
  • Kaizen Advisory's Pinnacle Financial Partners Inc position peaked at $946K in Q3 2018.
  • 322 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.